Silicon Hills Wealth Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$355K Hold
2023
Q1
$330K Hold
2022
Q4
$346K Hold
2022
Q3
$237K Hold
2022
Q2
$258K Sell
2022
Q1
$484K Sell
2021
Q4
$599K Hold
2021
Q3
$557K Buy
2020
Q1
Sell
2019
Q4
$114 Buy